Columbia Moderate 529 Portfolio Fund (CMDBX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 18.15 |
| YTD Return | 1.23% |
| 1-Year Return | 4.61% |
| 5-Year Return | 9.34% |
| 52-Week Low | 17.33 |
| 52-Week High | 18.21 |
| Beta (5Y) | 0.23 |
| Holdings | n/a |
| Inception Date | n/a |
About CMDBX
Columbia Conservative 529 Portfolio – Class C is an advisor-sold multi-asset portfolio within the Future Scholar 529 College Savings Plan designed to prioritize capital preservation and income while maintaining a modest allocation to growth assets. It aggregates a diversified mix of underlying Columbia Threadneedle mutual funds and select ETFs across high-quality U.S. investment-grade bonds, Treasuries, and cash equivalents, complemented by a smaller sleeve of large-cap and international equities for limited upside potential. The portfolio’s objective is to support education savings needs over shorter horizons or lower risk tolerances by dampening volatility relative to equity-heavy options, while still pursuing tax-advantaged growth under Section 529 rules. As part of the plan’s static options lineup, it targets a conservative risk profile and charges Class C distribution and service fees consistent with the program’s fee schedule. It plays a role as a core, lower-risk anchor for beneficiaries nearing enrollment, or for account owners seeking steadier value fluctuations within a professionally managed, age-agnostic 529 allocation framework.
Performance
CMDBX had a total return of 4.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.75%.